Team Leader for Support & Paraplanners

Wingate Financial Planning; Tandridge; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Wingate Wealth Management is recruiting a Team Leader to manage 11 personnel across Support and Paraplanning teams. The role is office-based for the first six months, then hybrid (3 days in office/2 days home).

You will lead, train and support staff, ensuring high-quality client service, research and reporting, and adherence to processes. Experience in financial services and team leadership is essential.

Qualifications

• Experience in leading a team within financial services.
• Ability to manage workload and prioritise in a client-facing environment.
• Willingness to study towards relevant financial planning qualifications.

Responsibilities

• Lead and manage Support and Paraplanning teams to deliver accurate, compliant client support.
• Be first point of contact for team queries and workflow issues.
• Provide technical research and report-writing support for Advisers.
• Support management of Wingate Portfolios and drive continuous improvement.

Skills

Team leadership

Detail orientation

Initiative

Flexible

Communication

Time management

Problem solving

Self planning

Team collaboration

Personal development

Self discipline

MS Office

Education

DipPFS or equivalent

Certificate in Financial Administration or Life and Pensions

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

We are looking to recruit a Team Leader to manage 11 personnel who work within our Support and Paraplanning teams within Wingate Wealth Management t/a Wingate Financial Planning. Wealth Management Ltd is an award winning Chartered Financial IFA firm based in Caterham, Surrey. This role will

initially be office based for the first six months then there will be the opportunity to undertake hybrid working (3 days in the office/2 days working from home).

Job Purpose

To lead and manage the WFP support and paraplanning teams, ensuring resources, workflow and technical expertise are used effectively to deliver accurate, compliant and high-quality support to Financial Planning Advisers. The role is the first point of referral for team queries and service challenges, provides technical research and report-writing support, and helps deliver an excellent client experience.

The role holder will maintain a thorough understanding of pre- and post-sale administration, client relationship support and paraplanning activities, providing operational cover when required. They will also support the management of Wingate Portfolios on behalf of the Wingate Investment Committee and promote continuous improvement across systems, data and working practices.

This role reports into our Head of Client Services.

Mandatory Skills

• Experience of managing a team
• Strong attention to detail
• Working on own initiative
• Pre-empting situations and acting accordingly to assist
• Commitment and willingness to be flexible
• Good communication skills both written and orally in person
• Excellent time management, anticipation and prioritising skills
• Strong problem solving skills with a focus on delivering client-focused solutions
• Strong self planning and organisation
• Relationship Development
• Working effectively and constructively as part of a team
• Commitment to personal development
• Self discipline to meet all deadlines and to consistently exceed the clients' expectations
• Strong IT skills including Microsoft Word, Excel and Powerpoint and the processing of business on

Experience of working within the financial services industry s is essential along with team leadership skills.

An added benefit would be to have an understanding of the roles for both Support and Paraplanners.

With respect to qualifications our preference would be for someone to have achieved or be studying towards either of the following qualifications:

• Diploma in Financial Planning (DipPFS or equivalent)
• Certificate in Financial Administration or Certificate in Life and Pensions

Wingate Wealth Management is keen to develop and support individuals through the attainment of professional qualifications.

A full Job Description is available for this if this is of further interest.